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Disclosery

DFAT DIMENSIONAL ETF TRUST

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US TARGETED VLU (fund)

790 managers (794 13F filers) reported a position in DFAT shares at 2025-12-31, 164,690,943 shares in all. 32 filers opened a position and 25 filers sold out during the quarter.

Managers
790
13F filers
794
New
32
Added
271
Reduced
248
Sold out
25
Shares held by filers
164,690,943

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Partners in Financial Planning19,107$1.14M0.19%+4213F-HRTimeline
McGrath & Associates, Inc.18,971$1.13M1.6%+24413F-HRTimeline
Petersen Hastings Wealth Advisors Inc.18,793$1.12M0.11%13F-HRTimeline
Peirce Capital Management, LLC18,670$1.11M0.44%013F-HRTimeline
Aurelius Family Office LLC18,226$1.11M0.48%-413F-HRTimeline
CENTRAL TRUST Co18,586$1.11M0.02%+3,10013F-HRTimeline
Legacy Capital Wealth Partners, LLC18,520$1.1M0.24%+1,92213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding18,504$1.1M+13,519Timeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …18,492$1.1M0.02%+2,20713F-HRTimelineGroup
Vannoy Advisory Group, Inc.18,371$1.09M0.69%+14113F-HRTimeline
BetterWealth, LLC18,348$1.09M0.25%-1,31413F-HRTimeline
WILLNER & HELLER, LLC17,736$1.06M0.76%+5,39313F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC17,503$1.04M0.47%013F-HRTimeline
MB Generational Wealth, LLC17,405$1.04M0.55%+2013F-HRTimeline
Summit Trail Advisors, LLC17,382$1.03M0.02%013F-HRTimeline
Clear Creek Financial Management, LLC17,338$1.03M0.08%+1713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC17,050$1.02M0.02%-3513F-HRTimelineGroup
Axis Wealth Partners, LLC17,004$1.01M0.56%+32313F-HRTimeline
IFP Advisors, Inc16,957$1.01M0.02%+83213F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC16,876$1M0.14%013F-HRTimeline
Ponta Wealth Partners, LLC16,813$1M0.93%13F-HRTimeline
Avidian Wealth Enterprises, LLC16,521$984K0.04%+1413F-HRTimeline
WEALTHSPAN PARTNERS, LLC16,320$972K0.35%-31413F-HRTimeline
Warwick Investment Management, Inc.16,227$966K0.15%+6513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO16,192$964K<0.01%+71413F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…16,188$964K0.02%013F-HRTimelineGroup
Roundview Capital LLC16,169$963K0.06%013F-HRTimeline
Concentrum Wealth Management16,096$958K0.27%-14,28213F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT16,080$957K0.06%013F-HRTimeline
Eaton Financial Holdings Company, LLC15,961$950K0.26%+6413F-HRTimeline
Vermillion Wealth Management, Inc.15,929$948K0.39%+99613F-HRTimeline
Activest Wealth Management15,827$942K0.18%-143,48413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…15,816$942K<0.01%013F-HRTimelineGroup
rebel Financial LLC15,756$938K0.4%+15,75613F-HRTimeline
Dakota Wealth Management15,475$921K0.02%013F-HR/ATimeline
Prudent Man Investment Management, Inc.15,130$901K0.3%-1,01513F-HRTimeline
Capital Investment Advisors, LLC15,023$894K0.01%-20913F-HRTimeline
LongView Wealth Management14,100$879K0.21%013F-HRTimeline
IHT Wealth Management, LLC14,711$876K0.02%+9,97813F-HRTimeline
Chicago Partners Investment Group LLC13,821$876K0.02%-1,49613F-HRTimeline
Falcon Wealth Planning14,516$864K0.07%013F-HRTimeline
CENTAURUS FINANCIAL, INC.14,402$857K0.04%+85813F-HRTimeline
Plante Moran Financial Advisors, LLC14,349$854K0.05%013F-HRTimeline
Stone Summit Wealth LLC14,114$840K0.23%-42013F-HRTimeline
CVA Family Office, LLC14,113$840K0.1%+6,13113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding14,084$839K+294Timeline
Keebeck Wealth Management14,040$836K0.1%-3,54013F-HRTimeline
Medallion Wealth Advisors, LLC13,953$831K0.28%-43613F-HRTimeline
JFS WEALTH ADVISORS, LLC13,936$830K0.05%-4613F-HRTimeline
Pinnacle Bancorp, Inc.13,902$828K0.24%013F-HRTimeline
Nautilus Advisors LLC13,662$813K0.53%+1,58313F-HRTimeline
180 WEALTH ADVISORS, LLC13,522$805K0.09%-7513F-HRTimeline
Waverly Advisors, LLC13,519$805K0.01%+63013F-HRTimeline
Shira Ridge Wealth Management13,471$802K0.32%-43,23213F-HRTimeline
&PARTNERS13,468$802K<0.01%-5,57713F-HRTimeline
Berger Financial Group, Inc13,243$788K0.05%013F-HRTimeline
Savvy Advisors, Inc.13,217$787K0.03%new13F-HRTimeline
TANDEMGROWTH FINANCIAL ADVISORS LLC13,178$785K0.68%13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC13,174$784K0.09%-21113F-HRTimeline
Foundations Investment Advisors, LLC12,917$769K0.01%+4,95613F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …12,880$767K<0.01%+2,84413F-HRTimelineGroup
Donalies Financial Planning, LLC12,877$767K0.65%13F-HRTimeline
BCR Wealth Strategies, LLC12,802$762K0.25%013F-HRTimeline
Safeguard Investment Advisory Group, LLC12,650$753K0.19%-59913F-HRTimeline
SIMON QUICK ADVISORS, LLC12,569$748K0.03%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK12,508$745K<0.01%013F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC12,251$729K0.04%013F-HRTimeline
Institute for Wealth Management, LLC.12,195$726K0.08%+913F-HRTimeline
Perigon Wealth Management, LLC12,104$721K0.01%013F-HRTimeline
MGO ONE SEVEN LLC12,089$720K0.01%013F-HRTimeline
EVOKE WEALTH, LLC12,041$717K0.01%013F-HRTimeline
WASHINGTON TRUST Co11,993$714K0.02%013F-HRTimeline
Financial Symmetry Inc11,980$713K0.29%+12813F-HRTimeline
Vilga Financial Planning LLC11,970$713K0.68%13F-HRTimeline
CPA Asset Management Group, LLC11,942$711K0.25%013F-HRTimeline
Strategic Financial Services, Inc.10,658$711K0.03%013F-HRTimeline
Beacon Financial Advisory LLC11,903$709K0.16%+85313F-HRTimeline
Running Point Capital Advisors, LLC11,844$705K0.19%013F-HRTimeline
Janney Montgomery Scott LLC11,833$705K<0.01%-113F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC11,787$702K0.01%013F-HRTimeline
NCM Capital Management, LLC11,711$697K0.26%+3713F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …11,646$693K0.04%new13F-HRTimelineGroup
Trailhead Planners LLC11,476$683K0.67%13F-HRTimeline
Francis Financial, Inc.11,409$679K0.13%new13F-HRTimeline
Cascade Wealth Advisors, Inc10,735$677K0.31%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC11,637$677K<0.01%013F-HRTimelineGroup
BDFS Capital LLC11,377$677K0.34%13F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC11,314$674K0.01%new13F-HRTimeline
Forza Wealth Management, LLC11,235$669K0.24%-20013F-HRTimeline
RAM Investment Partners, LLC11,226$668K0.12%-60013F-HRTimeline
GenTrust, LLC11,082$660K0.03%013F-HRTimeline
IEQ CAPITAL, LLC11,071$659K<0.01%+1513F-HRTimeline
American Capital Advisory, LLC11,068$659K0.29%-2,58313F-HRTimeline
Approach Retirement Advisors, LLC10,781$642K0.55%13F-HRTimeline
Kaufman Rossin Wealth, LLC10,760$641K0.33%013F-HRTimeline
Dynamic Advisor Solutions LLC10,750$640K0.02%-4,67713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…10,674$636K<0.01%+1,08213F-HRTimelineGroup
WoodTrust Financial Corpin group WoodTrust Financial Corp10,648$634K0.07%013F-HRTimelineGroup
MASECO LLP10,622$632K0.03%+45113F-HRTimeline
HBK Sorce Advisory LLC9,441$630K0.01%new13F-HRTimeline
Focus Financial Network, Inc.10,397$619K0.02%-2,37813F-HRTimeline
Wealth Management Strategies, Inc.10,381$618K0.28%+3813F-HRTimeline
PFG Advisors10,370$617K0.03%+5,00713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,366$617K0.01%+63013F-HRTimeline
Liberty Capital Management, Inc.10,305$614K0.11%013F-HRTimeline
McGlone Suttner Wealth Management, Inc.10,183$606K0.08%013F-HRTimeline
Keel Point, LLC10,169$605K0.04%-2,47813F-HRTimeline
Mullaney, Keating & Wright, Inc.10,118$602K0.32%013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC10,048$598K0.13%+4013F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,985$595K0.02%013F-HRTimeline
Nicholas Hoffman & Company, LLC.9,888$589K0.01%-90813F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC9,799$583K0.27%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…9,779$582K<0.01%-36213F-HRTimelineGroup
Berkeley, Inc9,759$581K0.18%+113F-HRTimeline
E-Wealth Partners, LLC9,749$580K0.49%13F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP9,653$575K<0.01%new13F-HRTimelineGroup
Arista Wealth Management, LLC9,636$574K0.07%013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC9,565$570K0.07%+26013F-HRTimeline
WEDBUSH SECURITIES INC9,516$567K0.02%+3,00013F-HRTimeline
CWA Asset Management Group, LLC9,470$564K0.02%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC9,453$563K0.01%+69613F-HRTimelineGroup
Blue Trust, Inc.9,426$561K0.01%013F-HRTimeline
Mesirow Financial Investment Management…9,401$560K0.01%+3413F-HRTimeline
AlphaCore Capital LLC9,340$556K0.01%+213F-HRTimeline
Triad Wealth Partners, LLC9,220$549K0.05%-28313F-HRTimeline
Secure Asset Management, LLC9,100$542K0.09%013F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT9,033$538K0.1%013F-HRTimeline
Five Oceans Advisors8,956$533K0.19%-2,09313F-HRTimeline
Westmount Partners, LLC8,876$528K0.13%013F-HRTimeline
Rollins Financial Advisors, LLC8,791$523K0.08%-33613F-HRTimeline
Geneos Wealth Management Inc.8,789$523K0.01%013F-HRTimeline
ALKEME WEALTH, LLC8,694$518K0.22%+3413F-HRTimeline
High Probability Advisors, LLC8,672$516K0.07%013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC8,593$512K0.03%+2013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp8,537$508K<0.01%+81313F-HR/ATimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC8,431$502K<0.01%013F-HRTimelineGroup
Kathmere Capital Management, LLC8,420$501K0.03%013F-HRTimeline
NWK Group, Inc.8,329$496K0.17%+1,09713F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…8,317$495K0.01%new13F-HRTimelineGroup
Monument Group Wealth Advisors, LLC8,311$495K0.27%-15613F-HRTimeline
Sand Hill Global Advisors, LLC8,128$484K0.02%-52413F-HRTimeline
Merited Wealth, LLC8,123$484K0.45%13F-HRTimeline
Modern Wealth Management, LLC7,967$474K0.01%013F-HRTimeline
Wedmont Private Capital7,763$474K0.02%+813F-HRTimeline
Wealthspire Advisors, LLC7,951$473K<0.01%+4,12613F-HRTimeline
Clayton Financial Group LLC7,939$473K0.24%013F-HRTimeline
HARBOUR INVESTMENTS, INC.7,936$473K0.01%+4,08113F-HRTimeline
Nalls Sherbakoff Group, LLC7,833$466K0.34%-81413F-HRTimeline
Composition Wealth, LLC7,714$459K0.01%013F-HRTimeline
STOLZ & ASSOCIATES, PS7,634$455K0.35%13F-HRTimeline
PRIVATE TRUST CO NA7,592$452K0.04%+4413F-HRTimeline
Intrua Financial, LLC7,558$450K0.05%-90013F-HRTimeline
Parkside Financial Bank & Trust7,509$447K0.03%-3,99913F-HRTimeline
M.E. ALLISON & CO., INC.7,443$443K0.3%+413F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors7,426$442K0.06%013F-HRTimelineGroup
OKABENA INVESTMENT SERVICES INC7,423$442K0.08%+94213F-HRTimeline
Total Wealth Planning, LLC7,381$439K0.94%-54,20613F-HRTimeline
Accurate Wealth Management, LLC7,019$439K0.06%+20213F-HRTimeline
STALEY CAPITAL ADVISERS INC7,334$437K0.02%+2913F-HRTimeline
Old Peak Finance LLC7,255$432K0.27%13F-HRTimeline
Greenline Partners, LLC7,246$431K0.05%+1913F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC7,242$431K0.34%013F-HRTimeline
Belpointe Asset Management LLC7,211$429K0.02%013F-HRTimeline
Fortis Capital Advisors, LLC7,211$429K0.06%013F-HRTimeline
Wick Capital Partners, LLC7,174$427K0.08%013F-HR/ATimeline
DBK Financial Counsel, LLC7,150$426K0.33%013F-HRTimeline
W1M Asset Management Ltd7,145$425K<0.01%new13F-HRTimeline
MBM WEALTH CONSULTANTS, LLC7,073$421K0.1%-38813F-HRTimeline
COMERICA BANK7,014$418K<0.01%-6713F-HRTimeline
Parkside Investments, LLC6,881$410K0.05%013F-HRTimeline
OAKWORTH CAPITAL, INC.6,799$405K0.02%013F-HRTimeline
St. Louis Trust Co6,762$403K0.05%013F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV6,748$402K0.08%013F-HRTimeline
Murphy Pohlad Asset Management LLC6,693$399K0.15%013F-HRTimeline
Advisory Services Network, LLC6,678$398K0.01%-71513F-HRTimeline
Well Done, LLC6,623$394K0.06%013F-HRTimeline
Geometric Wealth Advisors6,522$388K0.05%-83613F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO6,479$386K0.07%013F-HRTimeline
Busey Bank6,446$384K0.01%+2,03413F-HRTimeline
Prospera Financial Services Inc6,377$380K0.01%new13F-HRTimeline
Fortis Advisors, LLC6,360$379K0.21%+2513F-HRTimeline
Integras Partners LLC6,342$378K0.31%013F-HRTimeline
Rialto Wealth Management, LLC6,335$377K0.09%+1313F-HRTimeline
Empowered Funds, LLC6,315$376K0.01%new13F-HR/ATimeline
First Financial Group Corp6,300$375K0.32%013F-HRTimeline
FIRST MANHATTAN CO. LLC.6,281$374K<0.01%013F-HRTimeline
STAGE HARBOR FINANCIAL, LLC6,263$373K0.25%013F-HRTimeline
Keener Financial Planning LLC6,225$370K0.16%+94613F-HRTimeline
BCO Wealth Management LLC6,184$368K0.23%-2913F-HRTimeline
WMG Financial Advisors, LLC6,173$368K0.15%-34513F-HRTimeline
HTG Investment Advisors, Inc.6,118$364K0.11%-3513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,065$361K0.01%-1413F-HRTimelineGroup
Verus Financial Partners, Inc.5,678$360K0.03%-313F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…6,001$357K0.05%+41213F-HRTimeline
Sequent Asset Management, LLC5,932$353K0.16%013F-HRTimeline
Syverson Strege & Co5,910$352K0.08%+2113F-HRTimeline
Wealth Advisors Northwest LLC5,901$351K0.16%+913F-HRTimeline
Chico Wealth RIA5,859$349K0.23%+92813F-HRTimeline
Valmark Advisers, Inc.5,858$349K<0.01%+11413F-HRTimeline
Hartmann Taylor Wealth Management, LLC5,819$346K0.23%-29713F-HRTimeline